Finance Agent v2 (by Vals AI) has emerged as the reference benchmark for evaluating both Anthropic Claude and OpenAI ChatGPT frontier language models on financial tasks. However, it narrowly deals with periodic reporting from publicly traded companies (SEC 10-K and 10-Q filings), and its agentic harness relies on naive, unenriched chunk retrieval.
arXiv:2606. 23032v2 Announce Type: replace Abstract: Finance Agent v2 (by Vals AI) has emerged as the reference benchmark for evaluating both Anthropic Claude and OpenAI ChatGPT frontier language models on financial tasks.
By Mostapha Benhenda
arXiv:2606. 23032v3 Announce Type: replace Abstract: Finance Agent v2 (by Vals AI) has emerged as the reference benchmark for evaluating both Anthropic Claude and OpenAI ChatGPT frontier language models on financial tasks.
By Mostapha Benhenda
arXiv:2602. 07294v4 Announce Type: replace-cross Abstract: With the increasing deployment of Large Language Models (LLMs) in the finance domain, LLMs are increasingly expected to parse complex regulatory disclosures.
By Yidong Jiang, Junrong Chen, Eftychia Makri, Jialin Chen, Peiwen Li, Ali Maatouk, Leandros Tassiulas, Eliot Brenner, Bing Xiang, Rex Ying
FINSKILLOPS is a multi‑agent system designed to improve SEC filing question‑answering after deployment by creating reusable skills from evidence‑grounded failure diagnoses. It manages these skills through targeted validation, regression checks, negative controls, and versioned replacement or retirement, ensuring that new patches do not introduce regressions. Across six benchmarks, a frozen skill registry outperforms other systems, and in a 12‑round operational study the system reduced the non‑correct rate from 20.0% to 12.5% while promoting only six of 33 proposed skills.
By Yanzhang Ma, Zhenghan Tai, Hanwei Wu, Sizhe Guan, Jianliang Lei, Hailin He, Chaolong Jiang, Jijun Chi, Tung Sum Thomas Kwok, Bohuai Xiao, Jingrui Tian, Xinlu Wu, Xingao Zhan, Peng Lu, Muzhi Li, Yihong Wu, Liheng Ma, Sicheng Lyu, Tianshuo Yan, Junhao Zhu, Yaqian Xu, Lei Ding, Yufei Cui, Ziquan Liu, Boyu Han, Hengli Liu, Ling Zhou, Xinyu Wang
Operational reporting for high-performance computing (HPC) facilities requires combining information from monitoring services, schedulers, incident and maintenance records, storage measurements, perio...
FinRiskAtlas is a Chinese-language benchmark designed to evaluate large language models (LLMs) for financial risk review by focusing on decision‑aligned tasks rather than generic financial knowledge. It contains 9,742 instances across 53 task families, including 42 domain‑knowledge families and 11 downstream review operations defined by explicit evaluation contracts. The extended FinRisk‑Ask framework replays 680 pre‑action states from 104 professional trajectories, withholding future evidence during inference to assess evidence‑state control and request targeting. Results across 33 model configurations show that operation‑level evaluation yields distinct rankings and that knowledge‑based shortlisting can incur significant regret, while frequent use of the Ask branch does not necessarily improve evidence acquisition, highlighting gaps in broad financial capability scores.
By Suyang Zhong, Jingzhe Zhu, Qi Xu, Liyao Sun, Yin Wang, Qingqing Sun, Shuai Chen, Tianyi Zhang
Navalia is a framework that advances cowork agents by combining verifiable task synthesis with long‑horizon post‑training. It selects supporting evidence from corporate financial reports, builds executable computation chains, and uses independent LLM review and programmatic checks to ensure evidence consistency and answer correctness. The verified tasks are then used for trajectory collection, supervised fine‑tuning, and reinforcement learning, yielding consistent performance gains over the base model across five financial and office‑task benchmarks.
By Hengqi Liu, Ziyuan Liu, Yang Qin, Wanting Zhou, Zichuan Wang, Jiachen Liang, Xu Chu, Shaowei Chen, Zhaokai Luo, Mu Chuan
arXiv:2607. 19409v1 Announce Type: new Abstract: Recent advances in large language models have accelerated deployment of agentic systems in operational finance.
By Wolfgang M. Pauli, Sarah Panda, Kidus Admassu, Said Bleik, Ademola Okerinde, Jeremy Reynolds
The paper introduces DSA, an evidence‑aware orchestration framework that uses large language model agents to conduct multi‑market stock research. DSA structures the workflow into stages of evidence acquisition, context construction, model‑routed analysis, optional role and Strategy Skill reasoning, and report generation, offering both a default and an agentic profile with distinct output validation and risk safeguards. The reference implementation supports six regional markets, fifteen Strategy Skills, and multiple execution surfaces, and has passed 1,457 portable offline backend contract tests, confirming implementation conformance.
By Linsen Zhu, Yi Shi
arXiv:2601. 22025v2 Announce Type: replace-cross Abstract: Evaluating Large Language Model (LLM) applications differs from conventional software testing because outputs are probabilistic, semantically variable, and sensitive to prompt and model changes.
By Daniel Commey
FinMultiHopQA is a new benchmark comprising 15,600 financial questions that require multi‑hop reasoning across filing sections, fiscal years, and peer companies. It is grounded in FinReflectKG, a temporally indexed financial knowledge graph with over 17.5 million triples derived from SEC 10‑K filings. The benchmark uniquely supports controlled multi‑hop taxonomies, document topologies, motif‑level reproducibility, and provenance‑linked auditability, and it allows researchers to test how different evidence presentations affect large language model performance.
By Abhinav Arun, Reetu Raj Harsh, Bhaskarjit Sarmah, Stefano Pasquali